Jonathan McCullagh

Financial Strategist


Jonathan has been providing advisory services to clients since 2008, specializing in complex financial planning structures and multi-generational wealth creation. He excels in guiding individuals and families to proactively build wealth during their working years so they can retire comfortably, whilst leaving a legacy for the next generation.

Jonathan holds a Bachelor of Business majoring in banking and Funds management, Graduate Diploma of Financial Services and is a Certified Financial Planner CFP®.